Get started with Fundraise Up’s built-in Salesforce integration
Fundraise Up includes a robust, API-based integration with Salesforce. This allows your organization to easily connect Fundraise Up to your production Salesforce account and sync donation records in real time.
Salesforce can be connected and configured from the integrations page in the Dashboard.
Like all Fundraise Up integrations, records are synced in a single direction: From Fundraise Up to Salesforce. Records in Salesforce cannot be synced to Fundraise Up.
Below is information about how Fundraise Up writes data to objects in Salesforce.
Donations synced from Fundraise Up to Salesforce are written to the Opportunity object in Salesforce. Any time a new donation is synced, it creates a new opportunity.
Adding fields to Opportunity page layouts
There are two Fundraise Up-related fields that you can display in the page layouts for the Opportunity object:
- Fundraise Up ID
- Fundraise Up Recurring ID
These fields can be added the the page layouts for the Opportunity object by navigating to:
Setup > Objects and Fields (in the “Platforms Tools” section) > Object Manager > Opportunity > Page Layouts.
Select the page layout you want to modify and then select Fields from the list of available content types. Select either Fundraise Up field and drag it to a page layout area. Save your changes.
Supporter records from Fundraise Up are synced to the Contacts object in Salesforce. Every unique Supporter record creates a new contact in Salesforce. Existing contact records are updated.
Adding fields to Contacts page layouts
There is one Fundraise Up-related field that you can display in the page layouts for the Opportunity object:
- Recurring Plans
This field can be added the the page layouts for the Contact object by navigating to:
Setup > Objects and Fields (in the “Platforms Tools” section) > Object Manager > Contact > Page Layouts.
Select the page layout you want to modify and then select the Related Lists option from the list of content types. Select Recurring Plans and drag it to a page layout area. Save your changes.
While most fundraising platforms send recurring plan data to the Salesforce Nonprofit Success Pack (NPSP) object, the Fundraise Up integration creates a custom Recurring Plans object in your Salesforce instance when you first connect the platform to Salesforce. This approach provides greater flexibility for how you manage and report on recurring plan data.
When a recurring plan record is synced from Fundraise Up to Salesforce, it creates a record in the custom Recurring Plans object. Installments associated with the recurring plan are created as opportunities and linked to the plan record.
Syncing record changes
When a recurring plan is updated in Fundraise Up, the changes are synced to the associated record on the Recurring Plan object in Salesforce.
Updating tab visibility for Recurring Plans
In some cases, the Recurring Plan object that Fundraise Up creates in your Salesforce instance may not be visible to some users.
To adjust the tab visibility for the Recurring Plans object in Salesforce, navigate to:
Setup > Users (in the “Administration section”) > Profiles
Select a profile to edit, and then in the “Tab Settings” section, set the Recurring Plans property to Default On. Repeat this step for each profile where you want to enable tab visibility for Recurring Plans.
We recommend tracking field value changes for the Amount and Status fields in Salesforce. This enables you to easily monitor changes to recurring plans such as upgrades, downgrades, or cancellations.
To enable field history tracking for the Amount and Status fields, navigate to:
Setup > Objects and Fields (in the “Platforms Tools” section) > Object Manager > Recurring Plan > Fields & Relationships.
Then, select Set History Tracking. Select the options for Amount and Status. Save your changes.
|When the multiple currencies feature is enabled in Salesforce||Donations amounts synced from Fundraise Up will be displayed in the currency auto-detected or selected by a supporter at Checkout.|
|When the multiple currencies feature is NOT enabled in Salesforce||Donation amounts synced from Fundraise Up will be displayed in your Fundraise Up account’s default currency.|
Fundraise Up does not deduplicate records before syncing them to your Salesforce instance. Instead, deduplication should be performed using Salesforce’s built-in deduplication tools.
We specifically recommend creating two duplicate rules in Salesforce: one for the Contact object and one for the Lead object. These rules should deduplicate records based on the email address value synced from Fundraise Up.
Sometimes, a Supporter in Fundraise Up may already exist in Salesforce as a record on the Lead object. In this case, syncing the record from Fundraise Up will convert the record from a lead to a contact.
Handling multiple currencies
In Salesforce, you can enable the ability to use multiple currencies. These currency settings will change the way donation amounts synced from Fundraise Up are represented in Salesforce.
If neither of the currency handling options above are suitable for your application, you can use the mapping rules in Fundraise Up to define a custom values to sync for donation amounts.
Salesforce API request limit
By default, Salesforce limits the number of API requests that any user or account can make within a 24-hour period. As a rule of thumb, you want to make sure that the average number of donations you receive every day does not exceed this limit.
You can determine your API request limit by navigating to Setup and then Company Information within your Salesforce account.
In some circumstances, you may need to request a temporary limit increase. This is often necessary when you sync a significant number of historical records from Fundraise Up to Salesforce. You can request a temporary limit increase directly from Salesforce.
The options below control general settings for the Salesforce integration. They are configured from the Dashboard.
- Syncing test data: When using test mode to experiment with platform settings, you can opt to send test transactions to Salesforce. This enables you to configure and refine mapping rules so that values from Fundraise Up are synced to the expected properties in Salesforce. By default, the Sync test data option is disabled when you enable an integration, but it can be enabled from the integration’s settings.
- Create accounts when creating contacts: By default, Fundraise Up will create an Account record in Salesforce when syncing a unique Supporter record. When the option is deselected, Fundraise Up will only create a contact record.If your organization uses the Nonprofit Success Pack (NPSP), we recommend deselecting the option to create accounts, since NPSP does this automatically.
- Sync subaccounts: When the Subaccounts feature is enabled, you can opt to sync data from a primary account’s subaccounts to apps connected at the primary account level. This is useful for tracking donations and simplifying reporting when your organization uses a chapter-based or federated model.
- Account name: The Salesforce configuration settings enable you to set a custom name for the record created on the Account object in Salesforce. You can combine up to three merge variables with alphanumeric characters.
- Opportunity name: The Salesforce configuration settings enable you to set a custom name for the record created on the Opportunity object in Salesforce. You can combine merge variables from multiple Fundraise Up objects with alphanumeric characters.
- Opportunity stages: This setting controls how donation statuses in Fundraise Up are mapped to stages on the Opportunity object in Salesforce. There are four mappable statuses:
You can map statuses to the standard stage values on the Opportunity object, or to custom options.
Use mapping rules to define the destination objects and properties of data values synced from the platform. Support for mapping rules is based on the flexibility of Salesforce’s API.
Mapping rules are configured by linking a Fundraise Up object and property to an object and property in Salesforce. A value sent from Fundraise Up will be written to a property in your Salesforce instance. By default, Fundraise Up defines some rules for you to reduce the implementation steps you need to take. These rules can be removed or modified as needed.
Mapping rules examples:
- Linking the
supporter emailvalue from Fundraise Up to the
Fundraise Up Salesforce Object: Donation Object: Contact Property: Supporter email Property: email
- Linking the Campaign
IDvalue from Fundraise Up to the
order numberproperty on the Opportunity object in Salesforce.
Fundraise Up Salesforce Object: Campaign Object: Opportunity Property: ID Property: order number
The Salesforce integration can be configured to use special rules. These types of rules use if/then conditions that enable you to link a property’s value in Fundraise Up to a property’s value in Salesforce.
Special rule examples:
- If Campaign equals “Shelter” in Fundraise Up, then set the campaign in Salesforce to “Shelter.”
- If Designation equals “Areas of Greatest Need” in Fundraise Up, then set the campaign in Salesforce to “General Donations.”
Fundraise Up’s built-in integrations include settings for managing the sync behavior for records.
- Automatic sync: By default, the automatic sync option is disabled when you connect an integration to Fundraise Up. This enables you to configure the integration’s settings and mapping rules before synchronizing records.
Once you are satisfied with the configuration for an integration, we recommend enabling the automatic sync feature.
- Manual sync: This option is useful when you elect to not use the automatic sync function, or when you want to resync previous records.
- Resyncing previous records: When you make changes to record properties for past donations in Fundraise Up, you can use the manual sync option to update the associated records in a connected app. This is beneficial for scenarios where an incorrect mapping was made in Fundraise Up.
- Sync period: When you manually sync records, you can opt to sync all records or specify date range. Narrowing the sync scope using a date range is useful when you need to target a specific set of records or want to avoid resyncing a significant number of records.
- Disconnect Salesforce: You can disconnect an integration at any time from its settings page. Disconnecting and then reconnecting an integration using the same credentials will preserve the settings and mapping rules set before the app was disconnected form Fundraise Up.
Integrating with Nonprofit Success Pack (NPSP)
If you have installed the Nonprofit Success Pack for your Salesforce instance, you should review these integration options.
Automatic Household Naming
When Automatic Household Naming is enabled for NPSP, you should disable the Create Accounts when creating Contacts option in the Fundraise Up Salesforce integration settings.
When mapping data from the Opportunity object to the NPSP custom Payments object, we recommend using the Payment Mappings feature built-in to NPSP.
To connect Salesforce to Fundraise Up, follow these steps.
- Administrative access to your organization’s Salesforce account. We recommend connecting Fundraise Up to Salesforce using a service account.
- Access to your organization’s Fundraise Up account as a user with the Organization Administrator role.
- From the Integrations page in the Dashboard, select Add integration.
- Select Salesforce from the list of available integrations.
- Select Connect Salesforce. You will be redirected to the Salesforce login page.
- Enter your Salesforce credentials and log in.
- When the authentication process is complete, you are returned to the Salesforce integration settings in Fundraise Up.